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Nu Holdings

724 hedge funds and large institutions have $28.5B invested in Nu Holdings in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 312 increasing their positions, 195 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+22
Holders Change %
+3.13%
% of All Funds
9.84%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.76%
New
136
Increased
312
Reduced
195
Closed
104
Calls
$520M
Puts
$409M
Net Calls
+$111M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
801
Caprock Group
Idaho
-$109K -10,517 Closed
LFP
802
Lakeshore Financial Planning
Michigan
-$109K -10,500 Closed
NYLIM
803
New York Life Investment Management
New York
-$107K -10,287 Closed
SW
804
SteelPeak Wealth
California
-$105K -10,132 Closed
EFG
805
Ethos Financial Group
Pennsylvania
-$81.6K -7,873 Closed
CH
806
Canton Hathaway
Rhode Island
-$64K -6,157 Closed
AWM
807
Avior Wealth Management
Nebraska
-$62.8K -6,061 Closed
MAS
808
MPWM Advisory Solutions
Georgia
-$20.7K -2,000 Closed
KG
809
Kieckhefer Group
Wisconsin
-$17.4K -1,683 Closed
WWA
810
Wingate Wealth Advisors
Massachusetts
-$15.4K -1,485 Closed
KIM
811
Kestra Investment Management
Texas
-$13.3K -1,281 Closed
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$12.6K -1,019 Closed
ACM
813
Aster Capital Management
United Arab Emirates
-$10.2K -986 Closed
PPC
814
Park Place Capital
Alabama
-$9.54K -921 Closed
HPC
815
HM Payson & Co
Maine
-$7K -676 Closed
CT
816
Colonial Trust
South Carolina
-$5.85K -565 Closed
CAS
817
Coppell Advisory Solutions
Texas
-$5.25K -493 Closed
GEA
818
Glen Eagle Advisors
New Jersey
-$1.68K -162 Closed
NMG
819
New Millennium Group
Utah
-$1.2K -116 Closed
WPA
820
West Paces Advisors
Georgia
-$1.04K -100 Closed
VHAM
821
Van Hulzen Asset Management
California
-$695 -67 Closed
FMP
822
Financial Management Professionals
Texas
-$673 -65 Closed
WIM
823
Westside Investment Management
California
-$518 -50 Closed
CA
824
Continuum Advisory
Idaho
-$445 -43 Closed
PA
825
Pineridge Advisors
Missouri
-$100 -10 Closed